Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

Five years after launching as a basic referral program connecting consumers to financial advisors, Zoe Financial has evolved into a back- and middle-office services platform for registered investment ...